5/7/2024 | Advantage Trust Co | 137,306 | $5.03M | 3.7% | +51.5% | 0.494% | |
5/4/2024 | Geneos Wealth Management Inc. | 886 | $32K | 0.0% | N/A | 0.003% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 1,227 | $45K | 0.0% | -25.6% | 0.004% | |
5/1/2024 | Janney Montgomery Scott LLC | 779,107 | $28.55M | 0.1% | +27.2% | 2.803% | |
4/30/2024 | MN Wealth Advisors LLC | 173,757 | $6.37M | 3.9% | +12.1% | 0.625% | |
4/30/2024 | Commonwealth Equity Services LLC | 37,222 | $1.36M | 0.0% | +51.4% | 0.134% | |
|
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,129,405 | $41.39M | 0.1% | -6.9% | 4.063% | |
4/19/2024 | Lake Street Private Wealth LLC | 18,059 | $662K | 0.1% | +2.2% | 0.065% | |
4/18/2024 | Seneca House Advisors | 26,447 | $969K | 0.4% | -39.7% | 0.095% | |
4/11/2024 | Security Financial Services INC. | 10,508 | $385K | 0.1% | +7.0% | 0.038% | |
4/10/2024 | Daymark Wealth Partners LLC | 298,095 | $10.93M | 0.4% | +19.2% | 1.072% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 49,315 | $1.81M | 0.1% | +3.8% | 0.180% | |
2/14/2024 | Visionary Wealth Advisors | 42,253 | $1.53M | 0.1% | -5.4% | 0.154% | |
2/13/2024 | Stephens Inc. AR | 51,600 | $1.87M | 0.0% | -15.9% | 0.188% | |
2/12/2024 | 3Chopt Investment Partners LLC | 23,978 | $869K | 0.3% | +134.8% | 0.088% | |
2/9/2024 | CreativeOne Wealth LLC | 39,002 | $1.41M | 0.1% | +4.6% | 0.142% | |
2/8/2024 | Janney Montgomery Scott LLC | 612,553 | $22.21M | 0.1% | +41.3% | 2.236% | |
2/7/2024 | Advantage Trust Co | 90,653 | $3.29M | 2.6% | N/A | 0.331% | |
2/6/2024 | Private Advisor Group LLC | 8,371 | $303K | 0.0% | N/A | 0.031% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 365,895 | $13.26M | 0.7% | +28.2% | 1.335% | |
2/1/2024 | CWM LLC | 1,035 | $38K | 0.0% | +158.8% | 0.004% | |
1/22/2024 | Cobblestone Asset Management LLC | 80,934 | $2.93M | 2.2% | -5.3% | 0.295% | |
1/22/2024 | Pallas Capital Advisors LLC | 203,990 | $7.40M | 0.4% | -33.1% | 0.744% | |
1/19/2024 | Wagner Wealth Management LLC | 39,197 | $1.42M | 0.5% | -5.3% | 0.143% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 1,212,494 | $43.95M | 0.1% | +231.4% | 4.425% | |
1/16/2024 | Security Financial Services INC. | 9,824 | $356K | 0.1% | +22.4% | 0.036% | |
1/11/2024 | Whittier Trust Co. of Nevada Inc. | 1,650 | $60K | 0.0% | N/A | 0.006% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 14,963 | $527K | 0.0% | -19.0% | 0.055% | |
1/10/2024 | Seneca House Advisors | 43,859 | $1.59M | 0.7% | -10.0% | 0.160% | |
1/10/2024 | Wayfinding Financial LLC | 16,746 | $607K | 0.4% | +31.9% | 0.061% | |
1/9/2024 | Daymark Wealth Partners LLC | 250,130 | $9.07M | 0.4% | +63.0% | 0.913% | |
1/3/2024 | Massmutual Trust Co. FSB ADV | 47,495 | $1.72M | 0.1% | +21.0% | 0.173% | |
11/15/2023 | JPMorgan Chase & Co. | 21,858,977 | $754.79M | 0.1% | -8.3% | 79.777% | |
11/15/2023 | Lido Advisors LLC | 75,273 | $2.60M | 0.0% | N/A | 0.275% | |
11/13/2023 | Visionary Wealth Advisors | 44,680 | $1.54M | 0.1% | +13.9% | 0.163% | |
11/13/2023 | LPL Financial LLC | 186,908 | $6.45M | 0.0% | +4.5% | 0.682% | |
11/8/2023 | Janney Montgomery Scott LLC | 433,641 | $14.97M | 0.1% | -1.3% | 1.583% | |
11/7/2023 | Alpha Financial Partners LLC | 45,780 | $1.58M | 1.8% | +42.5% | 0.167% | |
11/7/2023 | Security Financial Services INC. | 8,027 | $277K | 0.1% | -20.0% | 0.029% | |
11/6/2023 | Vestmark Advisory Solutions Inc. | 285,473 | $9.86M | 0.7% | +26.2% | 1.042% | |
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11/2/2023 | Wayfinding Financial LLC | 12,695 | $436K | 0.3% | -14.3% | 0.046% | |
11/1/2023 | TBH Global Asset Management LLC | 26,495 | $915K | 0.2% | N/A | 0.097% | |
10/24/2023 | Stratos Wealth Partners LTD. | 155,754 | $5.38M | 0.1% | +3.6% | 0.568% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 365,890 | $12.63M | 0.0% | N/A | 1.335% | |
10/20/2023 | Lake Street Financial LLC | 13,649 | $472K | 0.1% | +3.7% | 0.050% | |
10/18/2023 | Wagner Wealth Management LLC | 41,410 | $1.43M | 0.5% | +8.2% | 0.151% | |
10/17/2023 | CreativeOne Wealth LLC | 37,284 | $1.29M | 0.1% | -32.9% | 0.136% | |
10/13/2023 | Seneca House Advisors | 48,736 | $1.68M | 0.9% | +17.5% | 0.178% | |
10/11/2023 | Navalign LLC | 7,613 | $263K | 0.1% | N/A | 0.028% | |
10/10/2023 | Daymark Wealth Partners LLC | 153,452 | $5.30M | 0.3% | -1.8% | 0.560% | |
10/4/2023 | Massmutual Trust Co. FSB ADV | 39,249 | $1.36M | 0.1% | -21.4% | 0.143% | |
8/11/2023 | Security Financial Services INC. | 10,037 | $366K | 0.1% | -5.9% | 0.037% | |
8/11/2023 | Visionary Wealth Advisors | 39,222 | $1.43M | 0.1% | N/A | 0.143% | |
8/11/2023 | JPMorgan Chase & Co. | 23,848,784 | $868.57M | 0.1% | +11.0% | 87.039% | |
8/10/2023 | GeoWealth Management LLC | 90,361 | $3.29M | 0.4% | -49.5% | 0.330% | |
8/10/2023 | Cetera Advisor Networks LLC | 10,966 | $399K | 0.0% | +8.6% | 0.040% | |
8/9/2023 | Flow Traders U.S. LLC | 78,004 | $2.84M | 0.1% | +404.1% | 0.285% | |
8/7/2023 | Vestmark Advisory Solutions Inc. | 226,125 | $8.24M | 0.3% | +17.5% | 0.825% | |
8/2/2023 | Massmutual Trust Co. FSB ADV | 49,944 | $1.82M | 0.1% | -14.6% | 0.182% | |
7/31/2023 | LPL Financial LLC | 178,889 | $6.52M | 0.0% | +20.6% | 0.653% | |
7/31/2023 | Wayfinding Financial LLC | 14,807 | $568K | 0.4% | +11.1% | 0.054% | |
7/28/2023 | Wagner Wealth Management LLC | 38,259 | $1.39M | 0.5% | +41.3% | 0.140% | |
7/27/2023 | Alpha Financial Partners LLC | 32,132 | $1.17M | 1.2% | N/A | 0.117% | |
7/26/2023 | Pallas Capital Advisors LLC | 291,998 | $11.02M | 0.5% | +7.8% | 1.163% | |
7/26/2023 | Janney Montgomery Scott LLC | 439,398 | $16.00M | 0.1% | +38.8% | 1.751% | |
7/20/2023 | Seneca House Advisors | 41,463 | $1.51M | 0.8% | +9.6% | 0.165% | |
7/19/2023 | Daymark Wealth Partners LLC | 156,191 | $5.69M | 0.4% | +313.2% | 0.622% | |
7/18/2023 | Lake Street Financial LLC | 13,162 | $479K | 0.1% | +2.3% | 0.052% | |
7/18/2023 | Stratos Wealth Partners LTD. | 150,324 | $5.48M | 0.1% | +24.3% | 0.599% | |
5/17/2023 | Wagner Wealth Management LLC | 27,075 | $981K | 0.4% | +106.0% | 0.106% | |
5/12/2023 | OLD Mission Capital LLC | 771,127 | $27.95M | 0.6% | +356.3% | 3.012% | |
5/12/2023 | GeoWealth Management LLC | 178,771 | $6.48M | 0.8% | +24.2% | 0.698% | |
5/10/2023 | LPL Financial LLC | 148,331 | $5.38M | 0.0% | +256.5% | 0.579% | |
5/9/2023 | Vestmark Advisory Solutions Inc. | 192,481 | $6.98M | 0.3% | +59.8% | 0.752% | |
5/5/2023 | Wayfinding Financial LLC | 13,326 | $483K | 0.4% | N/A | 0.052% | |
5/3/2023 | Aspire Private Capital LLC | 1,139 | $41.29B | 0.0% | N/A | 0.004% | |
5/2/2023 | Security Financial Services INC. | 10,664 | $387K | 0.1% | +31.2% | 0.042% | |
5/2/2023 | Pallas Capital Advisors LLC | 270,871 | $9.64M | 0.9% | +3.0% | 1.058% | |
4/28/2023 | Janney Montgomery Scott LLC | 316,615 | $11.48M | 0.0% | +116.3% | 1.237% | |
4/27/2023 | Stratos Wealth Partners LTD. | 120,955 | $4.39M | 0.1% | N/A | 0.472% | |
4/20/2023 | Daymark Wealth Partners LLC | 37,801 | $1.37M | 0.2% | +293.4% | 0.148% | |
4/17/2023 | Lake Street Financial LLC | 12,861 | $466K | 0.1% | +16.4% | 0.050% | |
4/11/2023 | Seneca House Advisors | 37,829 | $1.37M | 0.7% | +89.7% | 0.148% | |
4/11/2023 | Massmutual Trust Co. FSB ADV | 58,511 | $2.12M | 0.1% | +21.5% | 0.229% | |
3/6/2023 | OLD Mission Capital LLC | 169,013 | $5.75M | 0.2% | N/A | 0.000% | |
2/13/2023 | GeoWealth Management LLC | 143,941 | $4.89M | 0.5% | +36.8% | 0.000% | |
2/13/2023 | JPMorgan Chase & Co. | 26,700,563 | $908.09M | 0.1% | -3.7% | 0.000% | |
2/13/2023 | M Holdings Securities Inc. | 6,478 | $220K | 0.0% | N/A | 0.000% | |
2/7/2023 | LPL Financial LLC | 41,608 | $1.42M | 0.0% | +17.5% | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 20,534 | $698K | 0.0% | +69.5% | 0.000% | |
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2/1/2023 | Janney Montgomery Scott LLC | 146,353 | $4.98M | 0.0% | +121.3% | 0.000% | |
1/31/2023 | Seneca House Advisors | 19,937 | $678K | 0.4% | +15.1% | 0.000% | |
1/30/2023 | Security Financial Services INC. | 8,125 | $276K | 0.1% | N/A | 0.000% | |
1/26/2023 | Walkner Condon Financial Advisors LLC | 17,420 | $592K | 0.2% | N/A | 0.000% | |
1/25/2023 | Lake Street Financial LLC | 11,049 | $376K | 0.1% | +61.3% | 0.000% | |
1/25/2023 | Stephens Inc. AR | 50,475 | $1.72M | 0.0% | -9.9% | 0.000% | |
1/25/2023 | Daymark Wealth Partners LLC | 9,608 | $327K | 0.1% | N/A | 0.000% | |
1/24/2023 | Pallas Capital Advisors LLC | 262,873 | $9.86M | 1.0% | +9.1% | 0.000% | |
1/24/2023 | Integrity Advisory LLC | 113,079 | $3.85M | 3.5% | +50.0% | 0.000% | |
1/20/2023 | Vestmark Advisory Solutions Inc. | 120,474 | $4.10M | 0.2% | +100.0% | 0.000% | |